firm profile
Johnson Wealth Management, LLC
Overview
Johnson Wealth Management, LLC is an SEC registered investment adviser based in Grand Forks, ND, registered since 2017. It reports $323M in assets under management across 596 accounts, with 2 employees. It has 3 investment adviser representatives.
- Reported AUM
- $323M
- Discretionary
- 100%
- Accounts
- 596
- Average account
- $543K
- Employees
- 2
- Advisory reps
- 3
- Registered since
- 2017
- Jurisdictions
- 3
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Derrick Peter Johnson Member, Chief Compliance Officer CRD 2062807
Advisory reps 3 of 3
- Derrick Peter Johnson Investment Adviser Rep CRD 2062807
- James Peter Mortenson Investment Adviser Rep CRD 7007407
- Cole Wigestrand Investment Adviser Rep CRD 7988613
Location
- Headquarters
- 214 N 4th St Ste 123
Grand Forks, ND 58203 - County
- Grand Forks
- Metro area
- Grand Forks, ND-MN
- Region
- Midwest
Registrations
- SEC registered
- Registered in 3 jurisdictions
Every state, with registration dates
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